ComplianceShield — built for Geneva loan officers
Everything you need is in one place after you log in: check a phone before you dial, scrub a list, or pull results. Start below.
Your Loan Officer Portal
Use the Loan Officer Login button here to open ComplianceShield. Once you are in, the menu across the top is where you switch between Check Number, Upload List, My Jobs, and My Usage.
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Where to find each tool
After you log in, use the labels in the portal’s top menu — they match the tasks below.
Check a Number
In the portal, click Check Number (top menu). Enter one phone and see Safe to Call / Do Not Contact before you reach out.
Upload Lead Lists
In the portal, click Upload List (top menu). Submit your CSV; when processing finishes, open My Jobs to download results.
TCPA Compliance
Consent and text safety are shown on each check and when you upload a list (SMS consent question on the upload form).
Audit Trail
Each number check shows a Check ID on the results screen. List runs stay tied to your jobs under My Jobs.
PII Protection
Do not put SSNs or card numbers in uploads — the system rejects sensitive patterns to protect you and the borrower.
Internal DNC
Company Do Not Contact rules are applied together with the national registry when you check or scrub.
How it works
Three steps — same buttons every time.
Sign in from this site
Click Loan Officer Login on this page or LO Login (top right). Use your Geneva Financial portal credentials.
Pick the right tab
Check Number for one phone, Upload List for a CSV, My Jobs for status and downloads.
Read results and move on
Instant readout for single checks; list jobs show progress in My Jobs until your file is ready.
Check eligibility and request a call
We only contact leads with valid consent authorization and clear DNC/litigator screening.
Ready when you are
Open the portal from here — your tools are in the menu bar as soon as you land.
Loan Officer Login